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Bank of New York Mellon
BK

Overview Fund Activity

1,529 hedge funds and large institutions have $54.4B invested in Bank of New York Mellon in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 510 increasing their positions, 581 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+45
Holders Change %
+3.03%
% of All Funds
20.5%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
169
Increased
510
Reduced
581
Closed
92
Calls
$311M
Puts
$175M
Net Calls
+$135M
Net Calls Change
+$14.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$547M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$179M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$136M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$71.4M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$653M
2
Dodge & Cox
Dodge & Cox
California
-$397M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$295M
4
Harris Associates
Harris Associates
Illinois
-$215M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
476
Concurrent Investment Advisors
Florida
$2.86M -$339K -3,719 -11%
BDA
477
Borer Denton & Associates
Pennsylvania
$2.83M +$136K +1,490 +5%
GAM
478
Gotham Asset Management
New York
$2.82M +$139K +1,527 +5%
ASN
479
Advisory Services Network
Georgia
$2.81M +$215K +2,123 +8%
VWM
480
Vivid Wealth Management
Iowa
$2.8M -$58K -637 -2%
RWM
481
Ritholtz Wealth Management
New York
$2.8M +$140K +1,540 +5%
PCM
482
Polymer Capital Management
New York
$2.79M +$2.79M +30,600 New
GIA
483
Gladstone Institutional Advisory
Florida
$2.77M -$511K -5,606 -16%
SC
484
Scotia Capital
Ontario, Canada
$2.75M +$196K +2,147 +8%
CA
485
CGN Advisors
Kansas
$2.74M +$20K +220 +0.7%
PFM
486
Patton Fund Management
Texas
$2.73M -$2.11M -23,212 -44%
EOJOAM
487
E. Ohman J:or Asset Management
Sweden
$2.73M – – –
TCM
488
Twin Capital Management
Pennsylvania
$2.72M +$13.1K +144 +0.5%
MIP
489
Marietta Investment Partners
Wisconsin
$2.71M -$25.7K -282 -0.9%
Edgewood Management
490
Edgewood Management
Connecticut
$2.71M – – –
CB
491
Commerce Bank
Missouri
$2.71M -$112K -1,228 -4%
JIC
492
Johnson Investment Counsel
Ohio
$2.7M -$64K -702 -2%
FCBT
493
First Citizens Bank & Trust
North Carolina
$2.68M +$1.61M +17,632 +149%
SA
494
Shilanski & Associates
Alaska
$2.68M +$19.9K +218 +0.7%
CAM
495
Cresset Asset Management
Illinois
$2.68M +$795K +8,722 +42%
WC
496
Woodstock Corp
Massachusetts
$2.68M -$34.3K -377 -1%
OAM
497
Oxford Asset Management
United Kingdom
$2.66M +$2.01M +22,109 +314%
GGS
498
Galvin Gaustad & Stein
Arizona
$2.65M -$15.5M -170,302 -85%
ATC
499
Argent Trust Co
Tennessee
$2.64M +$105K +1,152 +4%
AM
500
AGF Management
Ontario, Canada
$2.63M -$45.4K -498 -2%
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